Thomas Kendrick
Thomas Kendrick is a Senior Financial Advisor in the San Francisco, CA Merrill Lynch Wealth Management office. He joined Merrill in September of 1985. Tom works with clients in developing long-term programs and strategies to manage their personal and business finances. These strategies focus on retirement, investment management and legacy planning.
He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. He is driven by a passion for delivering excellent service and helping clients pursue their goals.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
